A Razão de Entrada de Baleias na Binance Acaba de Bater um Recorde de Todos os Tempos

CryptoQuant Quicktake · 2026-08-14T08:33:00.000Z

Uma semana relativamente tranquila no cenário macro, mas a razão de entrada de baleias na Binance acabou de bater um novo recorde. Com o núcleo do CPI voltando para 2,5%, em linha com as expectativas, e o núcleo do PPI caindo de 4,7% para 4,2% em julho, os maiores agentes aproveitaram esse cenário para mover seus BTC. A razão de entrada de baleias, calculada pela média semanal aqui para destacar uma tendência mais clara, acabou de atingir 0,65 na Binance, o maior nível já registrado na plataforma. Isso significa que, agora, as baleias respondem por uma parcela maior das entradas diárias na Binance.

A fairly quiet week on the macro front, yet the whale inflow ratio on Binance just hit a new record.
With core CPI back down to 2.5%, in line with expectations, and core PPI coming down from 4.7% to 4.2% in July, the biggest players took advantage of this backdrop to move their BTC.
The whale inflow ratio, averaged weekly here to bring out a clearer trend, has just reached 0.65 on Binance, its highest level ever recorded on the platform. This means whales now account for a bigger share of daily inflows on Binance.
This reading can be explained by several dynamics:
- Whales increased their inflows this week despite a fairly reassuring macro reading.
- The share of inflows coming from retail, or from smaller-sized transactions, has dropped noticeably.
- Recent events around Coldcard and the closure of certain exchanges may have pushed whales to favor Binance more, given its liquidity is better suited to this type of transaction.
Given these events, it's difficult to conclude that whale selling pressure is increasing, especially since many indicators have been disrupted by the movements this triggered.
That said, the chart shows the whale inflow ratio has seen similar spikes both up and down in the past, reflecting either profit-taking or capitulation phases. This reading serves as a reminder: whales shouldn't be mistaken for smart money.
Written by Darkfost